Setting up your Milestones Campaign - Anniversaries
Celebrate your teams anniversaries!
In today’s fast-paced work environment, it can be challenging to keep track of every significant occasion, regardless of the size of your team. That's where a Milestones Campaign comes in. This feature simplifies the process by automating the delivery of anniversary gifts, so you can focus on your work without the hassle of calendar reminders and to-do lists.
To begin the process:
1. Choose the gift you would like to feature in your campaign.
You have the option to create a tiered Anniversary campaign based on employees' tenure with the company—learn more about this process here!
Additionally, if you wish to establish multiple Anniversary campaigns for different groups (such as one for your C-Level Team and another for your Mid-Level Team), you can easily do so by repeating this step for each group!
2.After selecting your gift, proceed by choosing "Automated Milestones" as your subscription type and then select "Anniversary."
3. Next, you will be prompted to add your recipients. You have several options to do this:
- Click on "Add New Contact" to manually enter the information for individuals. If you need assistance with this process, please refer to our article on How to Create a New Contact.
- Select individuals from your existing contact list by simply checking the box next to their names.
- Alternatively, you can create a new roster by inputting the details of multiple individuals at once. For guidance on this method, check out our Adding Multiple Contacts article.
4. After adding your recipients, you will be directed to a page that will inform you if any recipients are missing their anniversary dates. If all recipients have valid dates, you will be able to proceed to the next step.
5. Compose your anniversary gift message.
6. Choose your start date for the campaign.
For milestone campaigns, the primary distinction lies in the "start date" options available to you:
- **Immediate Start**: Your subscription will activate right away, and recipients will receive their anniversary emails on the date you initiated the campaign.
- **Future Start Date**: You can select a specific date for your campaign to commence, with emails being sent out at that designated time.
We recommend setting a future start date for the day after you create your campaign (for example, if you set up your campaign on August 1st, choose August 2nd at 9:00 AM). This approach ensures that your recipients receive their anniversary emails promptly at the beginning of their special day!
7. After entering your payment information, click on "Place Order" to finalize your campaign setup. Your automated anniversary campaign will then be activated and ready to deliver gifts to your recipients!
If you're interested in discussing our services or scheduling a demo, please click here.
For any additional questions, feel free to reach out to our care team at care@caroo.com!